We are live on ! Find out more
UTG icon

Reaves Utility Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Valeo Financial Advisors
Indiana
$14K – – –
CFN
102
Cordasco Financial Network
Florida
$13K – – –
GI
103
Gradient Investments
Minnesota
$13K – – –
RIA
104
RPG Investment Advisory
California
$11K – – –
DAM
105
Delta Asset Management
Tennessee
$10K – – –
SFG
106
SevenBridge Financial Group
Pennsylvania
$6K – – –
GWM
107
Geneos Wealth Management
Colorado
$5K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
PCIA
109
Prime Capital Investment Advisors
Kansas
$3K +$3.21K +93 New
PAIM
110
Punch & Associates Investment Management
Minnesota
– -$6.54M -194,336 Closed
CRWM
111
Castle Rock Wealth Management
California
– -$1K -15,742 Closed
Invesco
112
Invesco
Georgia
– -$389K -11,544 Closed
Kovitz Investment Group Partners
113
Kovitz Investment Group Partners
Illinois
– -$240K -7,122 Closed
SBIA
114
Sheaff Brock Investment Advisors
Indiana
– -$219K -6,500 Closed
FIA
115
FNY Investment Advisers
New York
– -$212K -6,313 Closed
Goldman Sachs
116
Goldman Sachs
New York
– -$202K -6,012 Closed
AIC
117
Ameritas Investment Company
Nebraska
– -$100K -2,965 Closed
IWP
118
Icon Wealth Partners
Texas
– -$58K -1,712 Closed
RFC
119
Regions Financial Corp
Alabama
– -$34K -1,000 Closed
SWM
120
SeaCrest Wealth Management
New York
– -$24K -701 Closed
FHB
121
First Hawaiian Bank
Hawaii
– -$13K -395 Closed
PMFA
122
Plante Moran Financial Advisors
Michigan
– -$4K -110 Closed
NSIM
123
North Star Investment Management
Illinois
– -$2K -50 Closed
Fidelity Investments
124
Fidelity Investments
Massachusetts
– -$35 -1 -50%